Meta Platforms Reports Strong Q4 Earnings and Revenue Growth Outpacing Expectations

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Meta Platforms (META) reported fourth-quarter 2025 non-GAAP earnings of $8.88 per share, surpassing the Zacks Consensus Estimate by 8.16%. The company’s total revenues reached $59.89 billion, exceeding expectations by 2.22% and reflecting a 23.8% year-over-year increase.

Advertising revenues, which account for 98.6% of Family of Apps revenues, rose 24.3% year-over-year to $58.14 billion. Daily Active People for Meta’s Family of Apps reached 3.58 billion, marking a 7% increase year-over-year. Total costs and expenses surged 40.5% to $35.15 billion, leading to an operating margin of 41.3%, a decline of 700 basis points year-over-year.

Looking ahead, Meta expects revenues between $53.5 billion and $56.5 billion for the first quarter of 2026 and anticipates total expenses of $162 billion to $169 billion for the full year, driven by increased infrastructure and compensation costs.

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